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Program Overview
In the evolving landscape of finance and accounting, the proficiency in data analytics stands as a cornerstone for Financial Planning & Analysis (FP&A) professionals.
This program is not just about learning the tools but about integrating them to unlock powerful analytical capabilities. Participants will learn to leverage Excel’s versatile data handling and Power BI’s dynamic visualization to create a symbiotic toolkit that enhances data-driven decision-making processes. The curriculum is structured to build from the ground up, ensuring a solid understanding of both platforms, how they can work together seamlessly, and how to apply these skills in real-world financial contexts.
This specialized program is crafted for those in the finance sector who seek to excel in data analytics utilizing the powerful tools of Excel and Power BI. From fundamental Excel functionalities to intricate Power BI techniques, this course aims to furnish participants with the comprehensive ability to analyze data effectively.
Ideal for financial analysts, accountants, finance managers, and any finance professional aspiring to leverage the power of data analytics, this program offers a pathway to becoming proficient in the most relevant data analytics tools today. By the end of this course, participants will not only be adept at using Excel and Power BI for financial data analysis but will also be prepared to lead in the creation of dynamic reports, powerful data visualizations, and interactive dashboards that drive strategic business decisions.
Who Should Attend
- FP&A Professionals
- Finance Managers
- Financial Analysts
- Accountants and Controllers
- Business Intelligence Analysts
- Individuals with an interest in finance-focused data analytics
Program Outlines
Module 1:Foundations of Finance Data Analytics
1.1 Understanding the significance of data analytics in finance
1.2 Introduction to essential tools: Excel and Power BI
Module 2: Mastering Excel for Finance
2.1 Essential Excel skills for managing financial data
2.2 Techniques for data connection and manipulation
2.3 Advanced Excel functionalities tailored for finance
Module 3: Power BI Fundamentals
3.1 Kickstarting your journey with Power BI
3.2 Techniques for connecting various data sources
3.3 Basics of data modeling within Power BI
Module 4: Excel and Power BI SynergyI
4.1 Techniques for importing and integrating Excel data
4.2 Strategies for dynamic reporting using Excel and Power BI
4.3 Integration best practices
Module 5: Visualization and Reporting with Power BI
5.1 The art of effective data visualization
5.2 Crafting interactive dashboards
5.3 Advanced reporting methodologies
Module 6: Real-world case studies on financial data analysis
6.1 Real-world case studies on financial data analysis
6.2 Utilizing analytics for forecasting and budgeting
Module 7: In-depth Financial Analysis Project
7.1 Undertaking a comprehensive financial analysis project
Early registrations are encouraged. Seats fill up quickly!
Early registrations are encouraged. Seats fill up quickly!
What you'll Learn?
Throughout this program, participants will cultivate a robust set of skills essential for modern finance professionals, focusing on data analytics using Excel and Power BI. Here’s a summary of the capabilities you will develop:
- Proficiency in Excel for Financial Data Analysis: Gain a solid foundation in using Excel’s core functionalities for financial tasks, including data manipulation, analysis, and the application of advanced techniques to streamline financial operations and improve accuracy in financial reporting.
- Advanced Skills in Power BI: Learn to harness the power of Power BI for creating advanced data visualizations, interactive dashboards, and comprehensive reports that can transform raw data into strategic insights, enabling better financial decision-making.
- Seamless Integration of Excel and Power BI: Master the art of integrating Excel with Power BI to enhance your financial analyses and reporting. This includes importing data from Excel into Power BI, maintaining dynamic links between them, and employing best practices to ensure a seamless workflow.
- Effective Data Visualization and Reporting: Develop the skills to design and implement compelling data visualizations that clearly communicate complex information. Understand how to choose the right chart types, apply design principles, and create interactive dashboards that make data insights accessible and engaging.
- Application of Analytics in Financial Contexts: Through practical case studies, you will see how data analytics applies to real-world financial scenarios, such as forecasting, budgeting, and performance analysis. This hands-on experience prepares you to tackle similar challenges in your professional role.
- Comprehensive Financial Analysis Project: Engage in a culminating project that brings together all the skills you’ve learned. This project will challenge you to conduct a thorough financial analysis, leveraging both Excel and Power BI to uncover and present insights in a compelling manner.
What you'll Learn?
Throughout this program, participants will cultivate a robust set of skills essential for modern finance professionals, focusing on data analytics using Excel and Power BI. Here’s a summary of the capabilities you will develop:
- Proficiency in Excel for Financial Data Analysis: Gain a solid foundation in using Excel’s core functionalities for financial tasks, including data manipulation, analysis, and the application of advanced techniques to streamline financial operations and improve accuracy in financial reporting.
- Advanced Skills in Power BI: Learn to harness the power of Power BI for creating advanced data visualizations, interactive dashboards, and comprehensive reports that can transform raw data into strategic insights, enabling better financial decision-making.
- Seamless Integration of Excel and Power BI: Master the art of integrating Excel with Power BI to enhance your financial analyses and reporting. This includes importing data from Excel into Power BI, maintaining dynamic links between them, and employing best practices to ensure a seamless workflow.
- Effective Data Visualization and Reporting: Develop the skills to design and implement compelling data visualizations that clearly communicate complex information. Understand how to choose the right chart types, apply design principles, and create interactive dashboards that make data insights accessible and engaging.
- Application of Analytics in Financial Contexts: Through practical case studies, you will see how data analytics applies to real-world financial scenarios, such as forecasting, budgeting, and performance analysis. This hands-on experience prepares you to tackle similar challenges in your professional role.
- Comprehensive Financial Analysis Project: Engage in a culminating project that brings together all the skills you’ve learned. This project will challenge you to conduct a thorough financial analysis, leveraging both Excel and Power BI to uncover and present insights in a compelling manner.
Program Key Features
Live Sessions
Experience live online sessions with faculty and cohort success coach and periodic guest lectures from industry leaders.
Experimental Sessions
Participate in practical learning experiments, activities and discussions to develop your understanding of key programme concepts.
Acclaimed Case Study
Explore award-winning case
studies with real-world examples
of strategic challenges and
opportunities faced by leading companies.
Global Alumni Benefits
Gain HOFT ACADEMY alumni status upon completion of the programme and receive select alumni benefits.
Live Sessions
Experience live online sessions with faculty and cohort success coach and periodic guest lectures from industry leaders.
Experimental Sessions
Participate in practical learning experiments, activities and discussions to develop your understanding of key programme concepts.
Acclaimed Case Study
Explore award-winning case
studies with real-world examples
of strategic challenges and
opportunities faced by leading companies.
Global Alumni Benefits
Gain HOFT ACADEMY alumni status upon completion of the programme and receive select alumni benefits.
Success Coach
Craft your learning journey in line with your career goals with a success coach assigned to your cohort.
Global Peer Group
Network with accomplished peers from around the globe and gain new approaches to leadership.
World-renowned Trainer
Glean insights from renowned faculty and industry experts who are at the cutting edge of innovation.
On-campus networking
Meet multiple cohort peers, industry experts, and faculty during two days of on-campus networking.
Success Coach
Craft your learning journey in line with your career goals with a success coach assigned to your cohort.
Global Peer Group
Network with accomplished peers from around the globe and gain new approaches to leadership.
World-renowned Trainer
Glean insights from renowned faculty and industry experts who are at the cutting edge of innovation.
On-campus networking
Meet multiple cohort peers, industry experts, and faculty during two days of on-campus networking.
Trainer Of This Program
Ahmed El-Shamy
FMVA ®, CBCA ®, BIDA ®, FPWM ®, PAC ™ Data Analytics, Quantitative Finance, RegTech, and Generative AI Expert
Ahmed El-Shamy stands out as an expert in the financial sector with extensive experience in multinational organizations, having a special focus on financial modeling and analysis. His profound knowledge in leveraging advanced technologies such as Artificial Intelligence and Machine Learning sets him apart as an authoritative instructor in the niche of financial data analytics.
Ahmed’s proficiency in optimizing financial processes and championing data digitization equips him with the unique ability to guide finance professionals keen on mastering their next-generation technical FP&A capabilities.
His array of certifications as a FPWM™ Financial Planning & Wealth Management Professional, FMVA® Financial Modeling & Valuation Analyst, BIDA® Business Intelligence & Data Analyst, CBCA® Commercial Banking & Credit Analyst, acquired from the Corporate Finance Institute; and more advanced data analytics certification accredited from SAS, Google, the CFA Institute, and IBM, showcases a well-rounded expertise in finance. Ahmed has effectively transferred his knowledge through collaborations with esteemed educational platforms, delivering courses that span FP&A, Generative AI, Business, and Risk Analytics. His collaborative workshops have demystified business and financial analysis for large corporations, offering fresh insights to both students and professionals.
In addition to his instructional roles, Ahmed actively engages in volunteer work, sharing his wealth of knowledge with a broader audience through platforms such as FinTech Egypt and the Profitability Analytics Center of Excellence (PACE). His commitment to fostering educational growth in the finance community is evident in his comprehensive approach to teaching and mentorship.
Ahmed El-Shamy
FMVA ®, CBCA ®, BIDA ®, FPWM ®, PAC ™ Data Analytics, Quantitative Finance, RegTech, and Generative AI Expert
Ahmed El-Shamy stands out as an expert in the financial sector with extensive experience in multinational organizations, having a special focus on financial modeling and analysis. His profound knowledge in leveraging advanced technologies such as Artificial Intelligence and Machine Learning sets him apart as an authoritative instructor in the niche of financial data analytics.
Ahmed’s proficiency in optimizing financial processes and championing data digitization equips him with the unique ability to guide finance professionals keen on mastering their next-generation technical FP&A capabilities.
His array of certifications as a FPWM™ Financial Planning & Wealth Management Professional, FMVA® Financial Modeling & Valuation Analyst, BIDA® Business Intelligence & Data Analyst, CBCA® Commercial Banking & Credit Analyst, acquired from the Corporate Finance Institute; and more advanced data analytics certification accredited from SAS, Google, the CFA Institute, and IBM, showcases a well-rounded expertise in finance. Ahmed has effectively transferred his knowledge through collaborations with esteemed educational platforms, delivering courses that span FP&A, Generative AI, Business, and Risk Analytics. His collaborative workshops have demystified business and financial analysis for large corporations, offering fresh insights to both students and professionals.
In addition to his instructional roles, Ahmed actively engages in volunteer work, sharing his wealth of knowledge with a broader audience through platforms such as FinTech Egypt and the Profitability Analytics Center of Excellence (PACE). His commitment to fostering educational growth in the finance community is evident in his comprehensive approach to teaching and mentorship.
CONTACT OUR TRAINING ADVISOR
Contact: +971 56 925 4680
Email: bd@hoft-global.co
Download The Brochure
By downloading our brochure. Make informed decisions with a quick overview of key features and benefits. Download now to get started.
CONTACT OUR TRAINING ADVISOR
Contact: +971 56 925 4680
Email: bd@hoft-global.co
Download The Brochure
By downloading our brochure. Make informed decisions with a quick overview of key features and benefits. Download now to get started.
Early registrations are encouraged. Seats fill up quickly!
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